Business Listings
Top Rated Financial Advising & Planning Companies
379 companies | Last Updated: 2/7/2023
Undisclosed
London, England
Core services
33% Digital Strategy
33% Financial Advising & Planning
33% Content Marketing
Undisclosed
US
Core services
33% Engineering
33% HR Services
33% Financial Advising & Planning
Undisclosed
Amsterdam, NH
Core services
33% Public Relations
33% Commercial Brokerage Services
33% Financial Advising & Planning
Undisclosed
Pachuca de Soto, Hgo.
Core services
33% Business Consulting
33% Financial Advising & Planning
33% IT Strategy Consulting
Undisclosed
Ashburn, VA
Core services
33% Custom Software Development
33% Financial Advising & Planning
33% IT Strategy Consulting
Undisclosed
Xia Men Shi, Fu Jian Sheng
Core services
33% HR Services
33% Financial Advising & Planning
33% BI & Big Data Consulting & SI
Undisclosed
Edmonton, AB
Core services
33% Commercial Financing, Funding, & Investment
33% Business Consulting
33% Financial Advising & Planning
Undisclosed
Crystal Lake, IL
Core services
33% Business Consulting
33% Accounting
33% Financial Advising & Planning
Undisclosed
Greenbelt, MD
Core services
33% Cybersecurity
33% Custom Software Development
33% Financial Advising & Planning
Undisclosed
New York, NY
Core services
33% Commercial Financing, Funding, & Investment
33% Business Consulting
33% Financial Advising & Planning
Undisclosed
Washington, DC
Core services
33% Business Consulting
33% Application Management & Support
33% Financial Advising & Planning
Undisclosed
Atlanta, GA
Core services
50% Business Consulting
50% Financial Advising & Planning
Undisclosed
Lanham, MD
Core services
50% Accounting
50% Financial Advising & Planning
Undisclosed
Arlington, VA
Core services
33% Business Consulting
33% Financial Advising & Planning
33% BI & Big Data Consulting & SI
Undisclosed
Charlotte, NC
Core services
33% Business Consulting
33% Financial Advising & Planning
33% BI & Big Data Consulting & SI
Undisclosed
Herndon, VA
Core services
33% Financial Advising & Planning
33% IT Strategy Consulting
33% Cloud Consulting & SI
Undisclosed
Gaithersburg, MD
Core services
33% Cybersecurity
33% Financial Advising & Planning
33% Cloud Consulting & SI
Undisclosed
Germantown, MD
Core services
33% Corporate Training
33% Business Consulting
33% Financial Advising & Planning
Undisclosed
Washington, DC
Core services
33% Business Consulting
33% Financial Advising & Planning
33% BI & Big Data Consulting & SI
Undisclosed
Orlando, FL
Core services
33% Business Consulting
33% Accounting
33% Financial Advising & Planning
Undisclosed
Lanham, MD
Core services
33% Business Consulting
33% Accounting
33% Financial Advising & Planning
Undisclosed
Westchester, IL
Core services
33% Business Consulting
33% Accounting
33% Financial Advising & Planning
Undisclosed
Washington, DC
Core services
50% Business Consulting
50% Financial Advising & Planning
Undisclosed
San Mateo, CA
Core services
33% Artificial Intelligence
33% Business Consulting
33% Financial Advising & Planning
Undisclosed
Surat, GJ
Core services
33% Commercial Financing, Funding, & Investment
33% Business Consulting
33% Financial Advising & Planning
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Being responsible with your finances is always critical, as doing so offers you more stability in life. However, it’s not always easy to do so, especially if you’re unsure where to start. That’s where experts like financial advisors and planners come in. With our comprehensive financial advising and planning listings, you can quickly find the financial advisor to help your business today and continue supporting you as you grow.
Common questions
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Financial advisors generally help you manage your money by giving you helpful advice and insights into what you can do to ensure you achieve your financial goals.
Whether it's to send your kids to college or retire in just 20 years, financial advisors can use their expertise to guide you in the right direction. They cover a broad range of roles in the finance industry, including financial planner, investment manager, broker, and more.
For example, they can help you create a comprehensive financial framework that will allow you to achieve your goals in your desired timeframe. They can also educate you on the ins and outs of the finance industry to help you become better equipped to handle potential challenges.
Financial advisors can also help you navigate the other more complex aspects of finance, such as insurance, taxes, and investments.
Financial planners are categorised under financial advisors whose expertise and role is to help you create a well-crafted and comprehensive financial plan that will help you reach your financial goals.
Like most financial advisors, they can use their in-depth knowledge of the industry to give you valuable pieces of advice that will help you manage your budget and account for any possible hurdles towards your financial goals.
For example, they can help you determine what aspects of your financial planning you have trouble with, such as poor saving habits or impulsive shopping, and provide you with the necessary information to overcome these weak points.
A financial advisor is considered a general and broad term to cover financial experts who help clients manage their money and assets better.
Meanwhile, a financial planner is a specific type of financial advisor who assists their clients with building solid and well-structured financial plans to help them achieve their short- and long-term financial goals.
Which type is better will depend mainly on your specific financial goals. If you need someone to educate you on all things financial, going for a financial advisor can be your best choice. However, if you're looking for someone who can help you build a specific plan for your goals, a financial planner is the better option.
Still, you should note that most of their duties and roles overlap, so make sure you do your research before you hire a financial expert to help you with your goals.
Managing your finances is often a complex and grueling task, especially if you're doing it without help. However, it's crucial to find a financial planner or advisor that you can trust to avoid encountering any risks or issues with your finances.
Understand what the different types of financial experts are
As mentioned, a financial advisor is a broad term that covers different kinds of financial experts. Each one will have their unique specialty, so having a better understanding of their differences can help you choose the most suitable expert for your needs.
Ask people you trust for recommendations
Getting the recommendations of people whose opinions you trust is an excellent starting point when looking for a trustworthy financial planner or advisor. They can share their experiences with you, which can help you make a more informed decision.
You'll also be more likely to find a trustworthy financial expert that can work with your budget or tax bracket, which means they will be better equipped to guide you with your financial planning.
Verify their credentials
Ensuring your chosen financial advisor or planner has the right set of credentials can help you find the most suitable financial expert for your needs. Verifying that your chosen financial advisor's or planner's credentials are from reputable sources can indicate that they're trustworthy.
Ask the right questions
How your chosen experts answer your specific questions can also help you better evaluate their suitability for your particular needs.
Aside from determining if they're the right fit, doing so can also help you gauge their communication skills, as well as their expertise in the specific aspect of financial planning you need.
Financial advisors or planners charge differently. The terms and conditions can vary, depending on what type of payment structure both of you have agreed on. In this case, most financial planners charge via the following:
- Per hour basis
- Per project basis
- Per asset under their management
- Commissions from purchased financial products
Some financial advisors or planners can also charge performance-based fees, especially if their clients do well, thanks to their advice.
For an Assets Under Management, also known as AUM, payment scheme, the average fees usually range from 0.5% to 2% of your assets per year. In contrast, commission-based payments often entail clients paying 3% to 8.5% to their financial advisors.
For hourly rates, numerous factors can affect how much your financial advisor will charge you for their services. These include their experience, average rates in your area, and more. However, you can expect to pay rates between $150 to $400AUD per hour in most cases.
The same concept applies to fixed fees; still, you generally can expect to pay your chosen financial advisor around $700 to $3,000AUD per project in most cases.
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